EDUCATION

Features

The industry has now had four rounds of FASEA exams, but Chris Dastoor writes advisers – particularly those who have passed – are still as confused and unhappy about the ...

Policy & Regulation

The tax office is imposing more educational directives where self-managed superannuation fund members have breached regulatory contraventions in a bid to prevent reoffend...

Expert Analysis

The new regulatory and education changes for financial advisers may lead to more demand for low-cost funds, Evan Reedman writes. ...

Financial planning

Deakin University’s Master of Financial Planning degree will now include the CFP Certification Program under a new partnership with the Financial Planning Association of ...

Financial planning

The list of approved education programs and courses to meet the Financial Adviser Standards and Ethics Authority has been expanded following a consultation process....

Financial planning

Financial advisers need to start asking which parts of the value chain benefit from hidden or indirect fees to help avoid conflicts of interest and grow their business, a...

Financial planning

The FASEA September exam saw a pass rate of 88%, down 2% from the inaugural exam in June....

Expert Analysis

There are numerous examinations facing advisers in the short-term, even with a potential Government extension, so how can advisers be prepared while still doing their day...

Financial planning

National Australia Bank has selected Western Sydney University as its preferred provider for two of their FASEA-approved courses....

Financial planning

The Financial Adviser Standards and Ethics Authority chief executive has reminded advisers that the FASEA exam extension is not a done deal until it passes the Parliament...

Funds management

Education around smart beta remains the biggest challenge to their uptake, according to VanEck, with over half of investors saying they do not know enough about them. ...

Financial planning

The Government has indicated it is sympathetic to financial advisers trying to do the right thing around the Financial Adviser Standards and Ethics Authority requirements...

Financial planning

Members will be given discounts between 10 to 15 per cent across five institutions....

Financial planning

The standards authority has approved three bridging course and education credits for CIMA and CFA coursework....

Financial planning

The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation resulting from the Financial Adviser Standards and Ethi...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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